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关注港股科技ETF(513020)投资机会,政策与流动性共振或支撑科技板块基本面
Mei Ri Jing Ji Xin Wen· 2025-07-31 09:17
Core Viewpoint - The Hong Kong stock market is experiencing overall liquidity easing, with increased passive foreign capital inflow, supporting the technology sector's fundamentals and long-term narratives related to AI [1] Group 1: Market Overview - The Hong Kong stock market is characterized by overall loose liquidity, which is expected to support the technology sector [1] - There is a notable increase in passive foreign capital inflow into the market [1] Group 2: Sector Insights - The internet sector, particularly those with strong fundamentals and long-term AI narratives, is viewed positively for investment [1] - The gaming industry presents opportunities for investment after recent pullbacks, with limited actual impact from tax deductions on advertising expenses for listed companies [1] - The media sector is highlighted for its AI applications and cultural confidence stemming from content output, with optimism surrounding the explosion of China's open-source large models and the reshaping of public cloud value [1] - The film industry is expected to see an upward trend driven by key single releases, with rapid advancements in AI short dramas [1] Group 3: ETF and Index Information - The Hong Kong Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), which selects listed companies involved in software, hardware, and IT services to reflect the performance of high-growth and innovative tech firms in the Hong Kong market [1] - The index has strict selection criteria focusing on quality technology sector targets, aiming to capture long-term development trends in this field [1]
[4月2日]指数估值数据(港股指数有哪些,投资价值如何?)
银行螺丝钉· 2025-04-02 13:51
文 | 银行螺丝钉 (转载请注明出处) 银行、红利等价值风格整体上涨。 科创板等成长风格微跌。 港股波动不大,港股科技股微涨。 今年港股比较火。 也有朋友问港股的指数体系,港股有哪些指数基金可以投资? 港股跟A股指数体系类似,也是宽基、策略、行业、主题这样的分类。 只不过港股因为本土基金市场比较小,每一类的指数基金数量、规模,比A股少很多。 1. 港股宽基指数 今天大盘略微上涨,截止到收盘,还在5星。 沪深300等大盘股微跌。 小盘股微涨。 代表是恒生指数、H股指数、港股中小。 (1)恒生指数 港股的代表指数,代表港股的大盘股。 (2)H股指数 全称是恒生中国企业指数,简称H股指数或者国企指数。 其实是中国企业的意思。 早期这两个指数有差异。但现在恒生指数中内地公司占比越来越高,这两个指数也比较相似了。 (3)香港中小 恒生和H股指数都是大盘股为主。 香港中小则是大中盘股为主。市值规模小一些。 香港中小也是2018-2019年那轮熊市咱们定投比较多的指数,后来到了高估完成止盈,收益也不错。 咱们估值表里也已经考虑了分红税的因素了。 现在也有一些定期分红的港股红利类品种。 例如沪港深红利成长低波动、恒生红利低波 ...